Bulk messaging has become a game-changer for businesses aiming to reach large audiences quickly. Salesforce, being one of the most powerful CRMs in the world, offers great flexibility to manage and automate communication. When paired with a mass texting app, Salesforce users can send bulk SMS from salesforce, WhatsApp messages, and even automate conversations—all without leaving the CRM.
In this blog, we’ll explore how to send bulk SMS messages from Salesforce, the different methods available, and how to use Message Blink (or any other compatible tool) to streamline your bulk messaging operations.
How to Send Bulk SMS from Salesforce
No matter the size of your audience—hundreds or thousands—Salesforce enables you to send mass text messages directly from its interface. Here are the most common methods used by businesses today:
1. From List Views
List Views are powerful tools in Salesforce that let users filter, sort, and display data from standard or custom objects.
Steps to Send Bulk Messages via List Views:
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Navigate to Leads, Contacts, or any Custom Object.
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Use the filter icon to apply logic—such as leads created in the last 30 days, or customers in a specific region.
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Select the relevant records.
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Click Send SMS from the dropdown or action menu (provided by your Salesforce bulk texting app).
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In the message creation window:
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Select channel (SMS/WhatsApp)
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Use merge fields to personalize the message
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Choose sender and recipient numbers
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Click Send to deliver bulk messages instantly.
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Limitations:
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Most apps allow up to 200 records at a time through List Views.
2. From Campaigns
Campaigns in Salesforce help you group leads and contacts for targeted communication.
Steps:
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Go to the Campaigns tab and open an existing campaign.
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Ensure that members (Leads/Contacts) are added to the campaign.
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Click the Send SMS or Send WhatsApp Message button.
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Craft your message, select a template (optional), and hit Send.
Pros:
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Great for marketing promotions, event invites, or survey links.
Limitations:
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Works only with Lead and Contact objects.
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Some apps allow up to 50,000 messages per campaign.
3. From Salesforce Reports
One of the most advanced ways to send bulk SMS from Salesforce is via Reports. This lets users define complex logic to target specific audiences.
How to Use:
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Create or select a Custom Report (e.g., “All Leads in New York with Open Status”).
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Add required fields including Record ID.
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Click the Send SMS option (provided by your app).
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Select messaging channel, template, and personalize using merge fields.
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Schedule or send immediately.
Benefits:
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Works with millions of records.
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No strict record limit like List Views or Campaigns.
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Ideal for large-scale marketing or transactional notifications.
4. Using a Bulk Messaging Console / Dashboard
Some tools, like Message Blink, offer a dedicated messaging interface for bulk operations.
Key Features:
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View all recent messages in one place
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Filter and select multiple recipients
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Create personalized messages with merge fields
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Send SMS, Send bulk WhatsApp messages, or even automate replies
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Export conversations, manage templates, and schedule messages
This makes it the go-to choice for support teams, marketers, or operations specialists who need a central place for communication.
How to Schedule Bulk SMS or WhatsApp Messages in Salesforce
Most Salesforce-integrated bulk texting apps support message scheduling. This means you can set messages to go out on a future date or repeat them at intervals.
Steps to Schedule a Message:
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From the message creation screen (List View, Campaign, Report, or Console):
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Select the Schedule checkbox
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Choose message frequency (Once / Daily / Weekly)
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Set start date and time
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Optional: Set an end date for repeated messages
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Click Schedule
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Perfect for:
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Birthday or anniversary messages
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Payment reminders
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Follow-up alerts
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Flash sales and promotions
Salesforce Bulk Texting: Channel Support
When choosing a Salesforce bulk SMS app, make sure it supports all relevant communication channels. Businesses often need more than just SMS.
Popular Messaging Channels:
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SMS
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MMS
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WhatsApp
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Facebook Messenger
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Viber
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WeChat
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Voicemail
Whether you want to send bulk SMS, send bulk WhatsApp messages, or run multi-channel campaigns, your app should offer full flexibility.
Conclusion
If your business relies on customer communication, don’t miss the opportunity to send bulk SMS from Salesforce. With the right mass texting app, you can scale your outreach, automate campaigns, and maintain one-on-one interactions—without switching platforms.
Whether you’re using Salesforce bulk text messaging, sending bulk SMS on WhatsApp, or running marketing campaigns, having a reliable Salesforce bulk texting app is essential.
Need help setting up Salesforce for bulk texting?
Explore the best tools on AppExchange or get in touch with local consultants to find the best texting app on Salesforce for your use case.
